Fourteen days from first call to a live agent
One workflow, instrumented end to end, run by a consultant you can call by name. You expand when you can see it earning its keep — not before.
The fourteen days
Each stage produces something you keep, whether or not you continue past the pilot.
- Days 1–3
Map the workflow
A senior consultant sits with your team and writes down the one workflow we automate first — who calls, what they want, and what a good outcome looks like.
A written workflow and a signed-off success scorecard. You keep both.
- Days 4–7
Connect your tools
We wire the agent into what you already run — the phone line, the calendar, the CRM, the ledger. Nothing is rebuilt and nothing is migrated.
Phone, calendar, and CRM connected in your accounts, not ours.
- Days 8–11
Train and shadow
The agent runs against real calls in draft-only mode. It drafts, you review, nothing reaches a customer. We tune the script daily against what actually came in.
Daily review notes and a script tuned on your real traffic.
- Days 12–14
Go live
The line switches over with your routing rules in force. Your consultant stays on it through the first week.
A live line and your first Monday scorecard.
The rules are yours
Automation is only acceptable when you can see what it will do before it does it. These are the decisions you make, in plain language, and change whenever you want.
- Urgency
- Same-day emergencies page the on-call person instead of taking a message
- Language
- A Spanish-speaking caller stays in Spanish through booking and confirmation
- Escalation
- Anything outside the script transfers to a human with the conversation so far
- Booking limits
- Which calendars, which hours, how far ahead, and how much buffer
- Retention
- How long recordings and transcripts are kept, and who can read them
- Override
- Any action the agent took can be reversed by a person, on the record
What lands on Monday
One page, every week, written so an owner can read it between jobs. It leads with what went wrong, because that is the part you would otherwise have to go looking for.
- Calls handled
- Every call, with the reason it came in
- Outcomes
- Booked, routed, answered, or closed — and by which rule
- Escalations
- What reached a human, and why the agent handed it over
- Misses
- Anything the agent got wrong, listed before you have to find it
A senior consultant, by name
Every deployment is led by a senior operator you can call directly. No tier-one tickets, no 48-hour reply windows, and no handover to someone who was not in the room when the workflow was written.
- Before
- They write the workflow with your team
- During
- They tune the script against your real traffic
- At go-live
- They stay on it through the first week
- After
- They are the person you call, not a queue
Start with one workflow
Fourteen days, one workflow, and a written record of everything the agent did on your behalf.